No More Investing Secrets! (by René Sellmann)

This Stock Dropped -50% Overnight! Time to Buy?In this video, we dive into the recent volatility surrounding Capri Holdings (CPRI) and its stock reaction after the blocked Tapestry acquisition. With the planned buyout of Capri Holdings by Tapestry (TPR) now facing significant obstacles, the stock market has reacted strongly, raising questions for both investors and analysts. We’ll explore the reasons behind the acquisition’s unexpected roadblock, potential impacts on Capri’s long-term strategy, and Capri's valuation. Topics Covered:Background on the Capri Holdings-Tapestry acquisitionWhy the acquisition faced unexpected challengesAnalysis of Capri's current stock valuationFuture outlook for Capri in luxury retailMUSIC:https://www.epidemicsound.com/track/1cA0GjpG1M/⁠https://www.epidemicsound.com/track/1Zx0EcEIfC/⁠ Get full access to Compound with René at www.compoundwithrene.com/subscribe

Is Starbucks DYING? Shocking New Data!Starbucks just released its worst financial report since the pandemic, sending shockwaves through investors and coffee lovers alike. In this video, we dive deep into Starbucks' latest earnings numbers and what they mean for the future of its stock. From declining revenue to underwhelming global growth, Starbucks is facing significant challenges that may impact its long-term performance. If you’re considering buying or selling Starbucks shares, watch to understand how these results might influence your investment decisions.As one of the most popular stocks in the consumer sector, Starbucks has often been seen as a reliable growth investment. But with this latest earnings miss, many are asking: Is Starbucks’ stock still a good buy? We'll examine key financial metrics, break down the factors contributing to this decline, and assess whether Starbucks can bounce back or if it’s time for investors to cut their losses. Don’t miss our expert insights into the risks and opportunities surrounding Starbucks stock in today’s volatile market.MUSIC: https://www.epidemicsound.com/track/UWBXJoGnC5/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

The Most Undervalued Sector Right Now?Investors often overlook alcohol stocks, but this sector might present unique opportunities for those willing to dig deeper. In this video, we explore whether alcohol companies, despite being out of favor in some circles, offer strong potential for long-term growth. From changing consumer trends to global expansion, alcohol stocks may be set for a rebound. We’ll analyze the industry’s current challenges, assess its potential upside, and discuss whether now could be the right time to invest in this undervalued sector.Alcohol stocks have traditionally provided stability and solid dividends, yet recent market dynamics have left them undervalued and underappreciated. This video breaks down the financial health of top alcohol companies, explores the reasons for their recent downturn, and highlights key factors that could drive a resurgence. Whether you’re a seasoned investor or just exploring new opportunities, this deep dive into alcohol stocks will help you determine if it’s time to capitalize on the sector's potential rebound. Get full access to Compound with René at www.compoundwithrene.com/subscribe

Starting your investing journey early is crucial for long-term wealth building, as it allows you to benefit from the power of compounding. In my video, I explain why investing in stocks, compared to other asset classes, offers higher growth potential over time. By taking that first step into the stock market, even with small amounts, you set yourself up to take advantage of market gains and the compounding effect that turns modest returns into significant wealth. The sooner you start, the more time your investments have to grow, making it easier to achieve your financial goals.Investing in stocks not only grows your wealth but also helps you build financial literacy and resilience. Stocks offer a chance to own a piece of growing companies, and by learning how to analyze and invest in them, you improve your decision-making skills and financial knowledge. In this video, I provide clear insights into how to get started, why it's important to stay consistent, and how avoiding common mistakes can maximize your returns over the long run. Whether you're new to investing or looking to sharpen your strategy, this video gives you the tools to succeed in the stock market.Podcast Music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/oUyMe8esmY/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

Celsius Stock: Buy When Everyone Hates It? (Ticker Talk #1) Get full access to Compound with René at www.compoundwithrene.com/subscribe

Has China Just Become Investable (Again)? The Chinese stock market has recently captured investor attention with an impressive rally, sparking discussions about whether it has become investable again. After years of regulatory crackdowns and economic uncertainty, key indices like the KraneShares CSI China Internet ETF have surged nearly 40% in just two weeks, while major companies like JD.com have seen stock prices soar by over 60%. Alibaba and Tencent have outperformed U.S. markets in 2024, and the MSCI China Index rallied almost 25% in September. This dramatic rebound has led many to question whether China's economic outlook is on the upswing or if current valuations are overstretched.However, investors remain cautious about whether the recent rally is sustainable. While the Chinese government's efforts to stabilize the economy and encourage consumption have bolstered confidence, concerns over regulatory intervention, geopolitical tensions, and structural economic challenges still loom large. Savvy investors are closely watching indicators like corporate earnings growth and economic policies, weighing the risks and opportunities. For those considering exposure to Chinese stocks, now may be a pivotal time to reassess the market's long-term potential while remaining vigilant about emerging risks.Music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/LlVpmnVjWS/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

Roasting the $86,000 Portfolio of a Subscriber! Get full access to Compound with René at www.compoundwithrene.com/subscribe

In this episode, we take an in-depth look at the most expensive stock markets in the world based on key valuation metrics like Price-to-Earnings (P/E) ratios, Price-to-Book (P/B) ratios, and market cap trends. Learn which countries and markets are topping the charts in terms of high valuation. From the U.S. and Swiss markets to Hong Kong and beyond, we'll explore the driving forces, economic conditions, and industries that have contributed to these stock market booms.If you're an investor looking to diversify internationally or simply curious about global finance trends, this video is for you. Don't forget to like, comment, and subscribe for more insights on stock market performance and investing tips from around the world!Music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/YlWjWGbuEU/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

My 3 Highest Conviction Stocks (Q&A Session)Music: https://www.epidemicsound.com/track/1zx0eceifc/%e2%81%a0 Get full access to Compound with René at www.compoundwithrene.com/subscribe

Good Bye Google? Why I Permanently Switched to ChatGPT Get full access to Compound with René at www.compoundwithrene.com/subscribe

Roasting the $148,000 Portfolio of an Investing Newcomer Get full access to Compound with René at www.compoundwithrene.com/subscribe

Ready to make your first stock purchase but not sure where to start? This video is your complete blueprint for beginners in the stock market. Learn step-by-step how to choose the right stock, open a brokerage account, and avoid common pitfalls. Whether you're new to investing or just need a clear guide to buying your first stock, this episode covers everything you need to know! Get full access to Compound with René at www.compoundwithrene.com/subscribe

So, you've got your ETFs lined up, you're feeling good, and you think you're on the smooth, easy road of passive investing. But what if I told you that you're actually more of an active investor than you realize? The truth is, most 'passive' investors aren't nearly as passive as they think. And in today's episode, I'm going to show you why your carefully curated portfolio of ETFs might be disguising a lot more activity than you ever imagined. From the ETF selection process to the hidden strategies behind the indices they track, and even the way you manage your portfolio—there’s a lot more going on than meets the eye. So, before you pat yourself on the back for being a 'passive' investor, let's dig into the reality of what's really happening with your money. Because you might just find that the passive investing world isn’t as passive as you think.MUSIC:https://www.epidemicsound.com/track/YlWjWGbuEU/ https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

In this episode, I talk about why you have to be the architect of your stock valuation: Know various valuation methods, be aware of the strengths and weaknesses, and choose accordingly. TIP episode: https://open.spotify.com/episode/4s8xafflethE5c3LkYA31j?si=1e5ee3ab3f744f9d Music: https://www.epidemicsound.com/track/S4lU7WN6ZS/https://www.epidemicsound.com/track/BB3T2KblZz/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

In this new format, Andrew and I will take a look at the portfolios of some of my subscribers. We'll discuss the overall portfolio construction, look at the financial setup of the individuals, and share what we think about some of the decisions that have been made. Of course, this is not investment advice and we only share what we would do if this were our portfolio for entertainment purposes. Intro Music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

In the 31 years since their U.S. debut, exchange-traded funds (ETFs) have grown to manage over $9 trillion across more than 3,300 funds. ETFs offer portfolio diversification like mutual funds but with added benefits such as low fees, tax efficiency, trading flexibility, and transparency. Their popularity has surged, with investors pouring $598 billion into U.S. ETFs in 2023 alone.Over time, ETFs have evolved beyond passive investing to include thematic and actively managed options. Active ETFs have seen rapid growth, from $112 billion in 2019 to $663 billion by May 2024. With projections of global active ETF assets reaching $4 trillion by 2030, the debate continues: Are active ETFs a blessing or a curse? This video explores that question.Intro music: https://www.epidemicsound.com/track/1Zx0EcEIfC/https://www.epidemicsound.com/track/BB3T2KblZz/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

Understanding the importance of having clear processes can be an absolute superpower in stock market investing! Let me explain why.Intro music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

Sam Altman is a 37-year-old startup guru and investor who is primarily known for being the CEO of OpenAI. His net worth, over the years, has skyrocketed. When you google Sam Altman's net worth, Google will tell you it’s 1 billion – in reality, however, it’s significantly larger as revealed in the WSJ article “The Opaque Investment Empire Making OpenAl's Sam Altman Rich”. The article revealed a lot about the empire Sam Altman is building, the stakes in owns in various companies etc. and we will discuss this in this episode.Intro music: https://www.epidemicsound.com/track/25UAe6k0Q9/https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

Last week was a very volatile week in the world of stocks: The Vix volatility index shot up to the high 30s on Monday and CNN’s Fear & Greed Index indicated "extreme fear." Supposedly, very few investors would’ve predicted last Monday that the major US indices would end the week pretty much flat, showing how difficult it is to predict short-term market movements. Also, the recent rollercoaster ride of market volatility, economic uncertainty, and shifting trends has once again highlighted that we are in a landscape where not all stocks are destined to soar. This isn't a market where you can throw a dart and hit a winner; it's a market for stockpickers. Those with sharp instincts, solid research, and a knack for spotting hidden gems are the ones who stand to gain. In this episode, I explore why now, more than ever, your investing success hinges on being selective.Intro music: https://www.epidemicsound.com/track/jnxFJGy9Cm/https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

Around 10 months ago I interviewed my buddy Andrew Letendre and we talked about his investment philosophy, his evolution as an investor, the importance of following a simple system, a few case studies as well as valuation mistakes. Intro music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

I got the chance to talk to Brandon who runs the New Money YouTube channel focused on finance and Investing (and stock market investing specifically - value investing focus).He shared some of the lessons he learned from running an investing YouTube channel, running one's own business, and investing in stocks. Intro music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe